Client Experience Specialist - Banking & Loyalty

Fairygodboss; Greensboro (NC); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

PNC is seeking a Client Experience Associate for our Retail Banking team in Greensboro, NC. This role focuses on delivering exceptional customer service, educating clients on financial options, and driving loyalty across branch interactions.

Based in-office, you will identify opportunities, leverage technology, and support sales goals while maintaining accurate operations and customer-focused service.

Qualifications

• Experience delivering excellent customer service in a financial setting.
• Ability to identify banking opportunities during customer interactions.
• Familiarity with branch banking products and processes.

Responsibilities

• Delivers a unique customer experience aimed at improving financial wellbeing and loyalty.
• Identifies opportunities through conversations with customers and referrals to staff.
• Performs lobby engagement to position products and educate on digital tools.
• Applies product and procedural knowledge to solve customer problems.
• Ensures branch operations and transactions are completed efficiently and accurately.
• Supports proactive sales conversations through a defined sales process.

Skills

Customer service

Banking knowledge

Sales skills

Communication

Education

No Degree

Tools

CRM software

Job description

PNC is seeking a Client Experience Associate for our Retail Banking team in Greensboro, NC. This role focuses on delivering exceptional customer service, educating clients on financial options, and driving loyalty across branch interactions.

Based in-office, you will identify opportunities, leverage technology, and support sales goals while maintaining accurate operations and customer-focused service.